9 Space Stocks to Watch as SpaceX’s Blockbuster IPO Approaches

Space fever is reaching escape velocity in anticipation of the landmark SpaceX IPO.
With substantial money flowing into the sector, investors are scrambling to position for a new era in commercial space.
Here are nine notable space stocks that should be on your radar.

SpaceX’s public debut is generating massive excitement in the space sector. The company filed its S-1 last week, targeting a potential Nasdaq listing as early as mid-June under ticker . Reports suggest a valuation of up to $2 trillion and a raise of at least $75 billion, which would mark the largest IPO ever.

 

This milestone is already lifting space-related stocks, with many surging on optimism about sector-wide capital inflows, increased visibility, and validation of the growing space economy. Investors are eyeing pure-play companies in launch services, satellite tech, lunar missions, infrastructure, and connectivity as proxies or beneficiaries of the boom.

As such, here are nine notable space-related stocks currently deserving a spot on your investment radar:

1. Rocket Lab

Often called the closest public proxy to SpaceX, Rocket Lab (NASDAQ:) provides dedicated small-to-medium launch services with its Electron rocket and is developing the larger Neutron vehicle. It boasts a strong backlog and frequent launches.

Source: InvestingPro

The stock has seen explosive gains and remains a favourite for investors betting on commercial launch demand.

2. AST SpaceMobile

AST SpaceMobile (NASDAQ:) is building a space-based cellular broadband network for direct-to-device connectivity with standard smartphones. Partnerships with major carriers position it for massive growth in global coverage. High volatility and ambitious goals make it a high-risk, high-reward play amid the space hype.

3. Intuitive Machines

A leader in lunar services, Intuitive Machines (NASDAQ:) has delivered NASA payloads to the Moon and holds significant backlogs from government and commercial contracts. It’s one of the more operationally advanced players in lunar exploration and infrastructure.

Source: Investing.com

Analysts project 9% upside from current levels, taking shares to $38.

4. Redwire

Redwire (NYSE:) focuses on space infrastructure, including in-orbit manufacturing, robotics, and components for missions. It benefits from defense and civil space contracts, with strong momentum in recent trading.

5. Firefly Aerospace

Firefly Aerospace (NASDAQ:) is a launch services and lunar lander company that went public in 2025. It offers medium-lift capabilities and has seen renewed interest as investors rotate into the broader ecosystem around SpaceX’s success.

6. Voyager Technologies

Voyager Technologies (NYSE:) provides defense-oriented space solutions and advanced technology. It has posted notable gains on contract wins and sector tailwinds.

Source: InvestingPro

7. York Space Systems

York Space Systems (NYSE:) specializes in satellite manufacturing at scale, with a focus on proliferation for defense and commercial needs. It completed its IPO earlier in 2026 and is positioned for large constellation programs.

Source: Investing.com

Analysts project about 4.5% potential upside from last night’s closing price of $33.18.

8. MDA Space

MDA Space is Canada’s premier space technology firm, known for robotics, satellites, and mission systems (including work on the Canadarm). It offers international exposure and has rallied strongly in recent months.

Source: InvestingPro

9. Momentus

Momentus (NASDAQ:) develops in-space transportation and logistics services. As a micro-cap with high beta to sector news, it has seen some of the sharpest short-term moves on IPO-related enthusiasm.

Broader Ways to Play the Theme

For diversified exposure without picking individual stocks, consider space-focused ETFs that have seen substantial inflows recently. These include:

Procure Space ETF
ARK Space Exploration & Innovation ETF
SPDR S&P Kensho Final Frontiers ETF
VanEck Space Innovators ETF
Tema Space Innovators ETF

Bottom Line

The space economy is expanding rapidly through launches, satellites, exploration, and applications like broadband and Earth observation. As SpaceX prepares to go public, these stocks offer investors a front-row seat to what could be a transformative era.

As always, be sure to check out InvestingPro to stay in sync with the market trend and what it means for your trading.

 

Disclosure: This is not financial advice. Always conduct your own research.

At the time of writing, I am long on the S&P 500, and the Nasdaq 100 via the SPDR® S&P 500 ETF, and the Invesco QQQ Trust ETF. I am also long on the Technology Select Sector SPDR ETF. I regularly rebalance my portfolio of individual stocks and ETFs based on ongoing risk assessment of both the macroeconomic environment and companies’ financials.

The views discussed in this article are solely the opinion of the author and should not be taken as investment advice.

Follow Jesse Cohen on X/Twitter @JesseCohenInv for more stock market analysis and insight.